For current Kaplan-Newman, Schwartz & Schwartz clients, we’ve assembled the most requested information on this page.
Need more help? Give us a call at 212.327.2103 or email firstname.lastname@example.org – we’re happy to help!
Directions to Our Office
315 Madison Avenue, 3RD Floor
New York, NY 10017
Book An Appointment
For non-tax season (May-December), please contact our office at 212.327.2103 or by email email@example.com.
Helpful PDF: What to Bring to Your Tax Prep Meeting
Client Portal Login
In January 2023, we converted clients to a new portal system called Tax Caddy!
TO ACCESS YOUR TAXCADDY PORTAL:
You must first accept the personalized Registration link we email you. If you need us to resend it, please let us know.
Sign in online at https://consumer.taxcaddy.com/#/login
Download the TaxCaddy app for your phone or tablet:
For help with common tasks (such as uploading documents or esigning your return), please see their demo at https://taxcaddy.com/demo/
OLD PORTAL: ACCESS TO DOWNLOAD & SAVE YOUR HISTORICAL INFO
Please download and save any historical data that you’d like to retain by Dec. 31, 2023.
After logging in to the portal:
You’ll find documents in two places. Both are on the left-hand column of your portal:
1. File Exchange – documents you sent to us
2. Folder with your name – documents we sent to you
Select “Download All” in both of these locations to export a copy of all the documents. A zip file will be created and download to your computer’s download folder. Inside of the zip file will be copies of all of the documents.
Need help unzipping the file?
Click here for Windows instructions
Click here for Apple/MacOS instructions
We’re here to help!